Daniel Jones is a financial advisor at Corient with 18 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Vivaldi Capital Management, LLC and Cedar Hill Associates, LLC. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and custom asset allocation, incorporating risk management tools and alternative investments where appropriate.

Jack Brown is a financial advisor at William Blair with 13 years of industry experience. He holds a Series 66 designation and has been with William Blair & Company since 2013. Brown serves as a board member of Bunn-O-Matic Corporation. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients, employing an active, research-driven approach across equities, fixed income, and alternative strategies.

Stewart Beach is a financial advisor with Hightower Advisors in Chicago, IL, holding the CFP® and CFA® designations along with Series 63 and 65 licenses. He has 30 years of industry experience, including ten years each at Ausdal Financial Partners, Inc. and Clear Perspective Advisors LLC. Beach serves as a board member of the Dunham Fund, a private foundation providing grants to local nonprofits, and of Plum Landing, a nonprofit retirement home. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. Their advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with a broad range of investment vehicles and portfolio construction strategies.

Michael Relyea is a financial advisor with Schwab Wealth Advisory in Chicago, IL, holding Series 63, 65, and 66 licenses. He has 25 years of industry experience, including prior roles at National Life Group, Equity Services, Inc., Allstate Insurance Co., SEI Investments Management Corp, and Fifth Third Securities, Inc. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm bases its guidance on standard asset-allocation models and internal research tools, offering personalized recommendations without exercising discretionary trading authority.

Anne Callahan is a financial advisor at William Blair with Series 63 and Series 66 credentials and three years of industry experience. Her prior roles include positions at Stephens Inc. and Fairway Capital Management, as well as an eleven-year background in education. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients. The firm utilizes active, research-driven management across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Nancy Zehr is a financial advisor at Mesirow Financial Investment Management, Inc. with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at firms including American Global Wealth Management, Imprint Wealth, Laidlaw & Company (UK), and Raymond James & Associates. Outside of her advisory role, she serves as secretary of a local nonprofit robotics foundation supporting a school district program and participates as a poll inspector and assistant clerk for elections in Martin County, Florida. Mesirow Financial Investment Management, Inc. provides discretionary and non-discretionary investment management and financial planning to a range of clients including private individuals, institutional investors, and government entities. The firm employs a structured investment process and offers access to proprietary and third-party investment products, including institutional real estate and private equity funds.

Samuel Audy is a financial advisor at Equity Services, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including National Life Group and The Tranel Financial Group. Outside of his advisory role, he is involved as an insurance agent with Lakeshore Financial Group and National Life. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes a variety of third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Armando Martinez is a financial advisor with PNC Wealth Management in Chicago, IL, holding Series 63 and Series 65 credentials and 13 years of industry experience. His career includes roles at Northern Trust Securities, Northern Trust Bank, PNC Investments, LBMZ Securities, and Zacks Investment Management. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithmic risk assessment and approved model strategies executed with mutual funds and ETFs.

Fred Rutler III is a financial advisor with Creative Planning in Oak Brook, IL, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. His prior roles include six years at Lockton Investment Advisors, Lockton Financial Advisors, and Lockton Companies. Rutler has been with Creative Planning since 2021. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by private market exposure and tax-efficient techniques.

Anne Cusick is a financial advisor at William Blair with 25 years of industry experience. She has been with William Blair & Company, L.L.C. since 2000 and holds a Series 66 designation. Based in Chicago, IL, she provides investment and wealth management services through the firm. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Grove Mower is a financial advisor at Hightower Advisors with 41 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Wayne Hummer Investments L.L.C. for 20 years before joining Hightower in 2018. In addition to his advisory work, he writes and publishes fiction books through Snafu Publications LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers services such as discretionary portfolio management, financial planning, and retirement plan consulting.

Stephen Schneider is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He previously worked at Merrill for 18 years before joining Citigroup in 2024. Schneider holds Series 63 and Series 66 licenses and serves as an adjunct faculty member teaching online finance courses at Southern New Hampshire University. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, providing comprehensive advisory, execution, and custody services.

Susan Esses is a CFP® with over 43 years of industry experience, currently affiliated with Principal Financial Services. She has worked at Principal Securities Inc. since 2008. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Charles Coulson is a financial advisor with CIBC Private Wealth Advisors, Inc. in Chicago, IL. He holds a Series 65 designation and has been with CIBC Wood Gundy – CIBC Private Wealth since 2002, totaling 24 years of industry experience. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a structured investment process involving an internal team, Relationship Managers, and committees to deliver customized portfolio management and comprehensive planning services, notable for its scale and focus on investment company clients.

Mark Mckevitt is a CFP® and CFA® charterholder with three years of industry experience. He is currently an advisor at CIBC Private Wealth Advisors, Inc. in Chicago, where he has worked since 2016. CIBC Private Wealth Advisors delivers investment and wealth advisory services to a diverse clientele, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal investment teams and governance committees to create customized portfolios and offers a range of strategies including options hedges and structured notes, managing approximately $67.8 billion in assets.

Matthew Teich is a financial advisor at Cresset Asset Management, LLC with 23 years of industry experience. He holds the CFP® and CFA® designations and has worked at Cresset since 2017, with prior experience at J.P. Morgan Private Bank. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies and offers a range of services including portfolio management, financial planning, private fund advisory, and family office services.

Daniel Schramm is a financial advisor with Goldman Sachs Wealth Services in Chicago, holding a Series 66 credential and two years of industry experience. Prior to his current role, he has worked at JPMorgan Chase and Gruber Law Offices among other positions. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs, utilizing strategic allocation models and proprietary research to tailor client solutions.

William Mctavish is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL. He holds Series 63 and Series 65 licenses and has over 24 years of industry experience, including 16 years at Peters & Co. Equities Inc. and 8 years at CIBC Private Wealth Advisors. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including individuals, families, trusts, corporations, and investment companies. The firm employs a collaborative investment approach involving internal teams and committees to deliver customized portfolio management and related services, distinguishing itself through significant assets under management relative to advisor headcount.

John Hundley is a financial advisor at Empower Advisory Group in Chicago, IL, holding Series 63, 65, and 66 licenses with 10 years of industry experience. His work history includes roles at GWFS Equities and Morgan Stanley, among others. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Elinor Escamilla is a financial advisor at William Blair with 11 years of industry experience. She holds the CFA® and Series 63 designations and has worked at William Blair since 2019, following six years at Bard Associates Inc. Based in Chicago, IL, she provides investment management and wealth planning services. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pensions, and corporate clients. The firm follows an active, research-driven approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.